The ABCs of PDF Tracking

As more and more businesses go paperless, PDFs have become a universal format for sharing and storing documents. However, simply sharing a PDF doesn't always give you the visibility you need to know how it's being used. This is where PDF tracking comes in - by adding a tracking tool to your PDF, you can gain insights into how it's being accessed, read, and shared.
In this article, we'll break down the ABCs of PDF tracking, from what it is and why it's important, to how it works and what to look for in a PDF tracking tool.

What is PDF Tracking?

PDF tracking is the process of adding code to your PDF that allows you to gather information on how the document is being used. This can include number of views, time spent on each page, location of views, and even who has viewed it.

Why is PDF Tracking Important?

PDF tracking can provide valuable insights into how your document is being used that can help you make informed decisions. For example, if you're using a PDF as a sales tool, you can see which pages are getting the most views and adjust your messaging accordingly. If you're using a PDF as a training tool, you can see which employees are engaging with the content and which may need additional support.

How Does PDF Tracking Work?

PDF tracking works by embedding a small code snippet into your PDF that sends data back to a tracking service. This code can be triggered by user actions, such as opening the PDF or clicking on a link. The tracking service then aggregates this data and presents it in a dashboard or report.

What to Look for in a PDF Tracking Tool

When choosing a PDF tracking tool, there are a few key features to look for:

1. Customizable tracking codes: You'll want the ability to personalize your tracking codes so you can easily differentiate between different documents or campaigns.
2. Real-time tracking: It's important to have access to real-time data so you can make adjustments as necessary.
3. User insights: Look for tools that provide insights into who is accessing your document, including demographics and location.
4. Integration with other tools: Integrating your PDF tracking tool with your CRM or marketing automation software can provide even more valuable insights.

Examples of PDF Tracking Tools

There are a variety of PDF tracking tools available, including:

1. Adobe Analytics: Adobe Analytics allows you to track PDF interactions as part of your overall website analytics.
2. Google Analytics: Google Analytics can be set up to track PDF interactions, including views and downloads, as events.
3. Leadberry: Leadberry is a B2B lead generation tool that includes PDF tracking as one of its features.


If you're sharing PDFs as part of your business, PDF tracking can provide valuable insights into how they're being used. By adding a tracking tool to your PDF, you can discover which pages are getting the most views, who is engaging with your content, and whether your PDF is being shared outside of your intended audience. Remember to look for customizable tracking codes, real-time tracking, user insights, and integrations with other tools when choosing a PDF tracking tool.

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Check out our product HelpRange. It is designed to securely store (GDPR compliant), share, protect, sell, e-sign and analyze usage of your documents.